Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. economist.com) The 10 best movies of 2023, so far, including 'Air.' gq.com) Believe it or not, Ozempic is already old news.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Alpha Architect

OCTOBER 2, 2023

Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted. DIY Trend-Following Allocations: October 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets 98

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 52

Asset Allocation Assets Clients Valuation 52

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 244

Financial Planner Asset Allocation Clients Risk Management 244

The Big Picture

AUGUST 23, 2023

Whether we are talking about important milestones in life or your asset allocation, don’t let your decision-making default setting be “auto-pilot.” The process by which you make decisions is worth examining.

Investing 246

Investing Investments Asset Allocation Healthcare 246

Abnormal Returns

NOVEMBER 21, 2022

unit debt-free in 2023. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. (open.spotify.com) The biz Envestnet ($ENV) has attracted an activist investor. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Portfolio Investing 147

Advisor Perspectives

JULY 13, 2023

What a year it has been for financial markets. There have been several negative factors in play, including a high-single-digit inflation print, the ongoing war in Ukraine, and several regional bank failures. Nonetheless, the S&P 500 finished the second quarter up 17 percent for the year. Go figure!

Asset Allocation 52

Asset Allocation Assets Banking Financial Market 52

Ron A. Rhodes

OCTOBER 2, 2023

September 30, 2023 After a stellar first half of 2023, the third quarter of 2023 saw losses in most U.S. stock asset classes, and even more significant losses in many…

Assets 88

Assets Asset Allocation Valuation Financial Advisor 88

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. Here’s our latest strategic update given recent changes for Q4 and beyond.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. a year on average.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Advisor Perspectives

DECEMBER 26, 2023

To address those market challenges, SS&C Rendezvous was launched in 2023, offering advisors a turnkey, front-end investment management platform embedded in the Black Diamond portfolio management system.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. savantwealth.com) Gathering and interpreting information has a cost.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Brown Advisory

MARCH 9, 2023

Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. multinationals and aggregate demand.

Asset Allocation 98

Asset Allocation Startup Clients Investing 98

Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? Higher numbers indicate more volatility, lower numbers mean less volatility, and a negative beta, which is rare, means an asset is expected to move in the opposite direction of the market. What Is Market Volatility?

Investing 52

Investing Investments Marketing Marketing 52

Nationwide Financial

JANUARY 25, 2023

Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations. Reviewing personal and financial objectives can help to ensure success in 2023 and beyond.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Alpha Architect

JANUARY 10, 2023

Global Factor Performance: January 2023 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 103

Asset Allocation Assets Investing Investments 103

Alpha Architect

NOVEMBER 8, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: November 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 102

Asset Allocation Assets Investing Investments 102

Alpha Architect

MAY 1, 2023

DIY Trend-Following Allocations: May 2023 was originally published at Alpha Architect. Partial exposure to domestic equities. Full exposure to international equities. No exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets 104

Alpha Architect

FEBRUARY 10, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: February 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 101

Asset Allocation Assets Investing Investments 101

Alpha Architect

SEPTEMBER 7, 2023

[ref]free access for financial professionals[/ref] Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: September 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 101

Asset Allocation Assets Investing Investments 101

Alpha Architect

APRIL 3, 2023

DIY Trend-Following Allocations: April 2023 was originally published at Alpha Architect. Partial exposure to international equities. No exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 103

Asset Allocation Assets 103

Alpha Architect

SEPTEMBER 1, 2023

DIY Trend-Following Allocations: September 2023 was originally published at Alpha Architect. Full exposure to international equities. No exposure to REITs. Partial exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 102

Asset Allocation Assets 102

Alpha Architect

FEBRUARY 2, 2023

DIY Trend-Following Allocations: February 2023 was originally published at Alpha Architect. Partial exposure to international equities. No exposure to REITs. Partial exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 102

Asset Allocation Assets 102

Alpha Architect

DECEMBER 1, 2023

DIY Trend-Following Allocations: December 2023 was originally published at Alpha Architect. Full exposure to international equities. Partial exposure to REITs. No exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 102

Asset Allocation Assets 102

Alpha Architect

JANUARY 3, 2023

DIY Trend-Following Allocations: January 2023 was originally published at Alpha Architect. No exposure to international equities. No exposure to REITs. Partial exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 102

Asset Allocation Assets 102

Alpha Architect

JULY 11, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: July 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Alpha Architect

MARCH 1, 2023

DIY Trend-Following Allocations: March 2023 was originally published at Alpha Architect. No exposure to domestic equities. Partial exposure to international equities. No exposure to REITs. No exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 101

Asset Allocation Assets 101

Tobias Financial

NOVEMBER 4, 2024

 The graphic below shows the frequency of monthly returns (expressed in 1% increments) for a broad-market index of US stocks from January 1926–December 2023. Each horizontal dash represents one month, and each vertical bar shows the cumulative number of months for which returns were within a given 1% range (e.g.,

Marketing 52

Marketing Marketing Asset Allocation Commission 52

Alpha Architect

AUGUST 1, 2023

DIY Trend-Following Allocations: August 2023 was originally published at Alpha Architect. Full exposure to international equities. Partial exposure to REITs. Partial exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets 98

Alpha Architect

AUGUST 7, 2023

Global Factor Performance: August 2023 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 95

Asset Allocation Assets Investing Investments 95

Alpha Architect

APRIL 11, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: April 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 95

Asset Allocation Assets Investing Investments 95

Alpha Architect

JULY 3, 2023

DIY Trend-Following Allocations: July 2023 was originally published at Alpha Architect. Full exposure to domestic equities. Full exposure to international equities. No exposure to REITs. No exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets 98

Random Roger's Retirement Planning

MARCH 30, 2024

It looks like it tracked closely for the last six months of 2023, then turned down to start 2024 and then traded flattish since mid-January like maybe it lightened up on equities? In 2022, an 80/20 VBAIX/GHTA blend outperformed 100% VBAIX by 378 basis points while it lagged 100% VBAIX by 70 basis points in 2023. for VBAIX.

Asset Allocation 96

Asset Allocation Portfolio Assets Management 96

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. decline in earnings in 2023. The Russell 1000 Growth Index has returned 4.6% year to date, compared to the 2.3%

Assets 52

Assets Marketing Marketing Asset Allocation 52

Carson Wealth

JANUARY 2, 2024

Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.

Marketing 89

Marketing Marketing Economy Manufacturing 89